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Over 180 reviews forSawyer Financial Advisors from people just like you.

A

"

takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long" ...More term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him.
He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss

strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but

isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.

-JESSE S.

A

"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with

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Financial Advising reviews in Sawyer

A

Rating

“

has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and has represented us when we were audited by the IRS.
The number of years that we have used

to prepare our taxes is a testimony to how satisfied we are with his ...More work. Even when we moved out of state seven years ago, we continued to use

.”

- William D.

A

Rating

“

my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable. ”

- S N.

F

Rating

“

Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist ...More had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.”

- Brian M.

B

Rating

“

I saw the ad for

on

's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate ...More time for the delivery the very next day.

and a teammate moved my furniture from downtown to Carmel without a single

or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.”

- Susan K.

A

Rating

“

She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.”

- Christine K.

A

Rating

“

This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.”

- Lisa L.

A

Rating

“

He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.”

- Elden S.

N

Rating

“

We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our ...More twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that

provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

is an intelligent, thoughtful and ethical professional.

has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat

, is very warm and professional.

goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.”